onevest
Agent38Agent Readiness: 38/100. Below median. Measured by StartupHub.ai. Median 41.Trust88Data Trust: 88/100. Top 25%. Measured by StartupHub.ai. Median 61.An AI-native wealth operating system for financial advisors, unifying client management and operations.
About
OneVest provides an AI-native wealth operating system designed to unify advisors, operations teams, and clients. Its modular platform offers embedded workflows for digital onboarding, account opening, money movement, CRM, portfolio management, document management, and compliance, serving wealth management firms.
Listed competitors
A global technology and data platform empowering investment professionals with insights and tools.
An equity crowdfunding platform connecting everyday investors with private companies for equity investments.
Technology platform for financial advisors to manage client relationships and operations.
Financial technology company providing wealth management solutions and data aggregation.
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Key facts
- Website
- onevest.com
- Headquarters
- New York, United States
- Founded
- 2015
- Employees
- 101
- Business model
- B2B
Tech stack
Detected on onevest.com, last scanned 30 Oct 2026. Run your own scan
- Compliance
- SOC 2
- Frontend
- Astro, Tailwind CSS
- Analytics
- Google Tag Manager
- CMS / Builders
- Salesforce
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Email marketing
- Salesforce Pardot
- Visitor tracking
- reb2b
onevest scores 53. Does yours?
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Frequently asked
Is onevest trustworthy and reputable?
StartupHub's Data Trust & Reputation score for onevest is 88 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How many employees does onevest have?
onevest has approximately 101 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for onevest
